Position: CRM Executive

Experience: 1–4 years

Employment Type: Full-time

Key Responsibilities

· Coordinate with clients through phone calls, emails, WhatsApp, and online meetings.

· Follow up with clients regarding outstanding invoices and pending payments.

· Share invoices, statements of accounts, payment details, and other required documents with clients.

· Maintain a proper record of outstanding payments, promised payment dates, and follow-up status.

· Coordinate with the accounts/finance team to verify invoices, receipts, credit notes, and payment status.

· Understand and resolve basic client queries related to invoices and payments.

· Escalate disputed invoices or unresolved payment issues to the appropriate internal team.

· Maintain professional and positive relationships with clients while following up for payments.

· Send regular payment reminders based on agreed payment terms.

· Track accounts receivable / outstanding receivables and ensure timely follow-up.

Required Skills

· Excellent communication and interpersonal skills.

· Good verbal and written English.

· Robust follow-up and coordination skills.

· Ability to handle payment-related conversations diplomatically.

· Good knowledge of MS Excel / Google Sheets.





· Basic understanding of invoices, payment terms, receivables, and accounting processes.

· Ability to maintain accurate records and prepare reports.

· Ability to work independently and follow up consistently.

Preferred Skills

· Experience in B2B client coordination or accounts receivable follow-up.

· Experience working with ERP, CRM, or accounting software.

· Experience dealing with corporate clients.

· Knowledge of GST invoices and basic Indian accounting processes will be an advantage.

· Experience in handling overdue payments and disputed invoices will be preferred.

Key Performance Indicators (KPIs)

· Timely follow-up of outstanding invoices.

· Reduction in overdue receivables.

· Percentage of promised payments received on time.

· Accuracy of payment and follow-up records.

· Timely resolution/escalation of client payment queries.

· Quality of client communication and coordination.

Pay: ₹20,000.00 - ₹22,000.00 per month

Perks:
Cell phone reimbursement
Adaptable schedule
Health insurance
Leave encashment
Paid sick time
Provident Fund

Work Location: In person

📌 Crm Executive Bhopal
🏢 Vimatch India
📍 Bhopal